Latest H&H Retirement Design & Management INC Stock Portfolio

H&H Retirement Design & Management INC Performance:

2025 Q4: -6.35%YTD: -1.03%2024: 8.61%

Performance for 2025 Q4 is -6.35%, and YTD is -1.03%, and 2024 is 8.61%.

About H&H Retirement Design & Management INC and 13F Hedge Fund Stock Holdings

On 2026-02-04, the fund reported it's updated stock portfolio. In the 13F Holdings report, One Wealth Map LLC reported an equity portfolio of $196.5 Millions as of 31 Dec, 2025.

The top stock holdings of One Wealth Map LLC are BIL, EDV, BNDW. The fund has invested 18.9% of it's portfolio in SPDR SERIES TRUST and 5.1% of portfolio in VANGUARD WORLD FD.

The fund managers got completely rid off SALESFORCE INC (CRM), DIAGEO PLC (DEO) and COINBASE GLOBAL INC (COIN) stocks. They significantly reduced their stock positions in PROSHARES TR (BIB), STARBUCKS CORP (SBUX) and RIGETTI COMPUTING INC (RGTI). One Wealth Map LLC opened new stock positions in VANGUARD SCOTTSDALE FDS (BNDW), SCHWAB STRATEGIC TR (FNDA) and DEXCOM INC (DXCM). The fund showed a lot of confidence in some stocks as they added substantially to SELECT SECTOR SPDR TR (XLB), COSTCO WHSL CORP NEW (COST) and VANGUARD INDEX FDS (VB).

H&H Retirement Design & Management INC Annual Return Estimates Vs S&P 500

Our best estimate is that One Wealth Map LLC made a return of -6.35% in the last quarter. In trailing 12 months, it's portfolio return was -1.03%.

Performance
S&P 500

New Buys

Ticker	$ Bought
vanguard scottsdale fds	2,937,410
schwab strategic tr	363,892
dexcom inc	336,467
ishares tr	243,306
vanguard tax-managed fds	238,806

New stocks bought by H&H Retirement Design & Management INC

Additions

Ticker	% Inc.
select sector spdr tr	116
select sector spdr tr	113
select sector spdr tr	109
select sector spdr tr	108
select sector spdr tr	107
costco whsl corp new	49.88
vanguard index fds	33.94
vanguard index fds	16.53

Additions to existing portfolio by H&H Retirement Design & Management INC

Reductions

Ticker	% Reduced
proshares tr	-50.00
starbucks corp	-44.35
rigetti computing inc	-32.51
vanguard world fd	-17.88
ishares tr	-13.82
taiwan semiconductor mfg ltd	-12.73
air prods & chems inc	-12.3
vaneck etf trust	-10.33

H&H Retirement Design & Management INC reduced stake in above stock

Sold off

Ticker	$ Sold
office pptys income tr	-373
carmax inc	-217,621
masco corp	-379,393
wp carey inc	-367,332
diageo plc	-406,485
wells fargo co new	-207,243
salesforce inc	-574,272
coinbase global inc	-381,516

H&H Retirement Design & Management INC got rid off the above stocks

Sector Distribution

One Wealth Map LLC has about 89.2% of it's holdings in Others sector.

Sector	%
Others	89.2
Technology	2.3
Communication Services	2.1
Consumer Cyclical	1.7
Financial Services	1.4
Healthcare	1.1

Market Cap. Distribution

One Wealth Map LLC has about 9.4% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	88.9
MEGA-CAP	4.9
LARGE-CAP	4.5
SMALL-CAP	1.3

Stocks belong to which Index?

About 10.6% of the stocks held by One Wealth Map LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	89.4
S&P 500	9.2
RUSSELL 2000	1.4

Top 5 Winners (%)		%
AMAT	applied matls inc	39.7 %
DHC	diversified healthcare tr	29.8 %
GOOG	alphabet inc	18.4 %
TSM	taiwan semiconductor mfg ltd	14.6 %
ELV	elevance health inc formerly	12.5 %

Top 5 Winners ($)		$
XLB	select sector spdr tr	0.7 M
AGZD	wisdomtree tr	0.6 M
XLB	select sector spdr tr	0.5 M
BIL	spdr series trust	0.5 M
GOOG	alphabet inc	0.3 M

Top 5 Losers (%)		%
XLB	select sector spdr tr	-44.9 %
XLB	select sector spdr tr	-43.4 %
XLB	select sector spdr tr	-41.5 %
RGTI	rigetti computing inc	-38.9 %
XLB	select sector spdr tr	-37.1 %

Top 5 Losers ($)		$
XLB	select sector spdr tr	-4.1 M
XLB	select sector spdr tr	-3.7 M
XLB	select sector spdr tr	-3.5 M
XLB	select sector spdr tr	-3.1 M
XLB	select sector spdr tr	-2.6 M

H&H Retirement Design & Management INC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of H&H Retirement Design & Management INC

One Wealth Map LLC has 77 stocks in it's portfolio. About 53.2% of the portfolio is in top 10 stocks. XLB proved to be the most loss making stock for the portfolio. XLB was the most profitable stock for One Wealth Map LLC last quarter.

Last Reported on: 04 Feb, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	0.33	2,372	640,565	reduced	-9.12

AAXJ	ishares tr	2.96	108,406	5,825,750	added	3.82

AAXJ	ishares tr	1.08	40,341	2,132,440	added	1.24

AAXJ	ishares tr	0.65	15,392	1,279,530	added	8.01

AAXJ	ishares tr	0.49	9,407	965,944	reduced	-13.82

ABC	cencora inc	0.24	1,300	472,686	added	0.08

ABNB	airbnb inc	0.25	3,699	485,716	reduced	-0.11

ABR	arbor realty trust inc	0.08	20,229	151,110	reduced	-8.06

ADBE	adobe inc	0.19	1,286	377,287	unchanged	0.00

ADSK	autodesk inc	0.22	1,660	424,246	added	0.12

AFK	vaneck etf trust	0.54	98,173	1,053,390	reduced	-10.33

AFTY	pacer fds tr	0.64	41,149	1,254,650	added	9.13

AGT	ishares tr	0.12	10,780	243,306	new

AGZD	wisdomtree tr	3.52	75,523	6,911,830	added	4.75

AGZD	wisdomtree tr	3.47	188,048	6,816,750	added	8.33

AMAT	applied matls inc	0.51	3,062	1,005,680	unchanged	0.00

AMPS	ishares tr	0.91	17,357	1,783,800	added	2.63

AMZN	amazon com inc	0.77	6,238	1,515,580	added	0.95

APD	air prods & chems inc	0.16	1,191	322,732	reduced	-12.3

ARI	apollo coml real est fin inc	0.17	31,860	343,446	reduced	-4.13